Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component.

This will bring together goal-based investing, comprehensive cash flow planning, and innovative“ smart conversation” engagement tools, all embedded within the Advyzon platform. Advisors, the company said, often struggle to bridge the gap between planning and implementation, and Advyzon aims to solve this problem with a seamless experience in which advisors can go from financial planning to investment advice, incorporating proposals while also using Advyzon Investment Management’ s separately managed accounts and unified managed account solutions and tax transition management in one unified workflow.

Advyzon also recently announced that it has enhanced its integration with Schwab Advisor Services to incorporate more streamlined, single sign-on( SSO) capabilities for advisors’ end clients, as well as seamless digital account opening.

Fintech April Launches Tax Calculation Software

New York-based fintech firm April, which offers a tax technology platform, has unveiled tax calculation software that lets investors and advisors see the tax impact of an equity sale or some other liquidation event before they execute it— and thereby escape unexpected liabilities.

April says the product is the first real-time, personalized tax calculation software for equity transactions, and that it integrates seamlessly with brokerage and equity management platforms and transforms“ tax from a reactive burden into a proactive planning tool.” The firm also said that Nasdaq Private Market will be the first in the industry to integrate the feature, embedding April’ s tax intelligence directly into its SecondMarket platform.

Advisor CRM Launches AI-Native Platform With Smart AI Assists

Advisor CRM, an all-in-one CRM platform built exclusively for RIAs, has unveiled its AI-native platform, featuring AI Assists that help advisors work smarter and serve clients more effectively. The new features eliminate complex workflows so advisors no longer need to create or maintain workflows manually— the AI manages the operational flow. The AI Assists handle repetitive administration tasks such as reminders and scheduling. The AI also anticipates clients’ needs: The platform identifies when to prompt outreach, for example, when a client is facing a major event or there’ s a change in their portfolios. The AI also drafts communications, generating clientready messages that maintain the advisor’ s context, tone, and accuracy.

“ When a client emails asking,‘ Why are we down this month when the market was up?’ the AI instantly surfaces portfolio-specific context— like allocations tied to the client’ s risk tolerance and recent distributions that explain performance— as bullet points the team can quickly share,” says Advisor CRM co-founder Ryan Borer.

LPL Financial Launches Cash Management Account

LPL Financial has launched a cash management account solution designed to simplify clients’ financial lives by integrating traditional banking features with investing. Clients can use it to manage uninvested funds more efficiently, use these funds to make payments, and maintain a unified view of their finances, all within LPL’ s Account View platform. The cash management account comes with enhanced FDIC protection of up to $ 2.5 million for individual accounts and $ 5 million for joint accounts, which is 10 times the standard coverage with participation in LPL’ s insured cash sweep programs. The program also offers direct deposit, mobile check deposit, debit card, bill pay, check writing, and digital payment integration.

FP Alpha Integrates With EMoney For Estate Planning

FP Alpha, the AI-driven tax, estate and insurance planning tool for financial advisors, announced the integration of its platform with eMoney Advisor, a leading financial planning solution. This will allow advisors to effortlessly sync client data from eMoney directly into FP Alpha, dramatically simplifying the process of launching advanced estate and tax planning analyses.

With just a few clicks, advisors can initiate a secure, automated data transfer that populates critical client details such as personal information, family members, assets and liabilities directly into FP Alpha.

Once a client is imported from eMoney, FP Alpha automatically captures a comprehensive financial picture, including personal information( including family relationships); assets such as real estate, business interests, life insurance policies, college savings plans and brokerage / retirement accounts; and also client debts and obligations.

Gabelli Launches Gabelli High Income ETF

Gabelli Funds has launched the Gabelli High Income ETF( GBHI), an actively managed ETF designed to balance the delivery of high total returns with capital preservation, including a primary focus on current income. The fund is managed by Wayne Plewniak, Gabelli’ s head of fixed income, and it invests primarily in upper-tier high-yield corporate bonds, alongside select investment-grade, hybrid, or equity-related securities in which the team identifies compelling opportunities. The strategy focuses on companies with strong balance sheets, consistent cash flow, and experienced management teams. Under normal market conditions, the portfolio will maintain an average credit quality of“ BB-” and an effective duration target between two and five years, while avoiding overleveraged or distressed issuers.

DECEMBER 2025 | FINANCIAL ADVISOR MAGAZINE | 13